Whipplewood Advisors, LLC Global X Fds S&P 500 Covered C Transaction History

Whipplewood Advisors, LLC

$169 Billion
Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 53 shares of XYLG stock, worth $1,402. This represents 0.27% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,402

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$26.14 - $28.86 $1,385 - $1,529	53 New	53 $462 Million

Others Institutions Holding XYLG

# of Institutions

Shares Held

525K

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

168K
Shares

$4.44 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$3.06 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

29.7K
Shares

$785,491
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

27.5K
Shares

$726,327
0.0% of portfolio
Napa Wealth Management Napa, CA

19.2K
Shares

$507,449
0.29% of portfolio

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLG
Sector ETFs
Industry ETFs

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Whipplewood Advisors, LLC Global X Fds S&P 500 Covered C Transaction History